Mastering SAP ERP HCM Organizational Management

Sylvia Chaudoir has been in the SAP HR field for over 13 years and has expertise in several SAP HCM functional areas, including SAP HR Personnel Administration, Organizational Management, Benefits, Time Management, and US Payroll. She was one of the first dozen consultants to have worked implementing the SAP HCM solution in the US, so she has been doing SAP HR consulting work for about as long as the R/3 HCM product has been in existence, and has worked on over 30 US and global HCM implementations. She was the also the project/product manager and primary content author of Accelerated HR, which is currently branded SAP Best Practices for HCM. She's been a trainer of SAP HR courses and also presented at SAP HR 2004 and 2005 conferences on Organizational Management and other topics. She knows virtually every detail of the OM component in SAP, from configuration and data maintenance, to customization of the user interfaces and data structures that support it.

1 Introduction 15
1.1 Organizational Management is for Everyone 15
1.2 Structure of This Book 17
2 SAP HCM Overview 21
2.1 SAP Business Suite: Enterprise Applications Overview 21
2.2 SAP HCM Components in Depth 25
2.3 Conclusion 33
3 Organizational Management Basics 35
3.1 The Backbone of SAP ERP HCM 35
3.2 Object-Oriented Data Management in SAP Systems 36
3.3 Object Technology in OM 37
3.4 HR Data Objects in OM 39
3.5 Basic Organizational Plan Structure Elements 41
3.6 Objects Beyond the Basics 53
3.7 Plan Versions 59
3.8 Organizational Plan Status 61
3.9 Object Number Ranges 64
3.10 Conclusion 67
4 Infotypes in Organizational Management 69
4.1 The Infotype Concept 69
4.2 Infotypes for OM 70
4.3 Infotype Subtypes 73
4.4 Infotype Effective Dates 75
4.5 Time Constraints 77
4.6 Conclusion 80
5 Working with Relationships 81
5.1 Relationships in OM 81
5.2 Inheritance Principle 89
5.3 Basic Relationships in OM 90
5.4 Creating New Relationships for Your Objects 107
5.5 Conclusion 109
6 Reporting with Evaluation Paths 111
6.1 What are Evaluation Paths 111
6.2 How Evaluation Paths Are Defined in OM 112
6.3 Evaluation Paths in Organizational Plan Reporting 117
6.4 Creating New Evaluation Paths 123
6.5 Organizational Plan Reporting 125
6.6 Choosing the Right Reporting Tool 135
6.7 Preparing and Using Organizational Charts 135
6.8 Conclusion 138
7 Choosing and Using Infotypes in OM 139
7.1 Infotypes Used in Organizational Management 139
7.2 Infotype 1000 Object 140
7.3 Infotype 1001 Relationships 141
7.4 Infotype 1002 Description 142
7.5 Infotype 1003 Department/Staff 143
7.6 Infotype 1007 Vacancy 144
7.7 Infotype 1008 Account Assignment Features 146
7.8 Infotype 1018 Cost Distribution 149
7.9 Infotype 1013 Employee Group/Subgroup 151
7.10 Infotype 1028 Address 151
7.11 Infotype 1208 SAP Organizational Object 154
7.12 Infotype 1222 General Attribute Maintenance 156
7.13 Function-Specific Infotypes 160
7.14 U.S.-Specific Infotypes 182
7.15 Customer-Specific Infotype Settings 184
7.16 Conclusion 185
8 Maintaining Organizational Management Data 187
8.1 Many Maintenance Options Exist 187
8.2 The OM User Interface 188
8.3 Organizational Plan Maintenance Transactions 194
8.4 Expert OM Maintenance Transactions 216
8.5 Action Maintenance 224
8.6 Supplemental Maintenance Functions 229
8.7 Which Interface Is the Right One To Use? 233
8.8 Conclusion 234
9 Customizing the Hierarchy Framework 235
9.1 The SAP Hierarchy Framework 236
9.2 Adjusting the Search Area 238
9.3 Changing the Column Layouts 243
9.4 Infotype Tab Pages 251
9.5 Transaction Scenarios 255
9.6 Conclusion 257
10 Technical Tips and Tools 259
10.1 Setting the Stage for Data Maintenance 259
10.2 OM Configuration Setup Consistency Check 264
10.3 OMa PA Integration Tools 266
10.4 Object and Infotype Utilities 281
10.5 Authorizations and the Role Concept 287
10.6 Conclusion 297
11 Integration of OM with other SAP Components 299
11.1 OM and SAP ERP HCM Function Integration 299
11.2 Workflow Integration with OM 318
11.3 Conclusion 322
A OM Object Types 325
B Infotypes in OM 329
C Transaction Codes in OM 331
D Authorization Functions for OM 333
E Workflow Scenarios in SAP ERP HCM 335
F FAQs for Organizational Management 337
G Glossary 339
H Author Biography 341